Investment Operations Analyst

Accredited Investors Wealth Management® is currently seeking an Investment Operations Analyst as part of our Investment Management team. This position will work directly with the Investment Management and Operations teams, as well as other individuals within the firm. The ideal candidate must be detail-oriented and able to follow processes with a high degree of fidelity.

Who We Are

We are a high-performing group of over 60 team members who are passionate about delivering exceptional service for our clients and being a sought-after place to work. Founded in 1987, Accredited is focused on delivering industry leading wealth management services to approximately 600 families, providing an invaluable service by pairing the breadth and depth of our collective financial planning expertise with a thorough knowledge of our clients’ lives. Fiercely independent and 100% owned by a group of actively engaged employee shareholders, Accredited manages approximately $3.3 billion of investment assets as of 12/31/2023.

We demonstrate our commitments – to our clients, our colleagues, and our community – through our values, culture, and mindset:

Values-Based: Our values are embedded within our work through our deep relationships with our clients, connection and camaraderie with colleagues, philanthropic contributions, and sustainability efforts within our community.

Culture-Focused: The Cultural Constitution from which we operate at Accredited isn’t meant to be aspirational; it’s practiced in our daily work. By actively applying gratitude and compassion, and functioning as one team, we strive to influence the future of our firm through our core values.

Curiosity-Minded: We are building a diverse team of individuals who are comfortable asking questions, not simply answering them.

What It’s Like to Work Here

Purposeful - At Accredited Investors Wealth Management, our guiding principles are centered on improving the individual and collective lives of all those we serve – clients, colleagues, and the community.

Challenging – Our work is frequently challenging and fast-paced, yet we believe challenges bring out the best in others and ourselves. It is one of the many reasons why Accredited’s workplace culture has been recognized by media outlets within our community and our industry.

Energizing – Surrounded by thoughtful, charismatic leaders, laughter echoes through our hallways and egos are checked at the door. While collaboration is engrained, camaraderie is organic. New learnings are fostered and shared. Fun is encouraged on most days ending in y.

Who You Will Work With

You will be a member of the investment management team, and work in partnership with other colleagues. High personal and professional integrity is essential within the role, working successfully within the Accredited Investors culture while driving results. This role will also serve as primary back-up and support to other investment operation team members. You will collaborate with the wealth management team in assisting with monitoring daily cash flow, and lead and participate in special projects and assignments. You will report to a Senior Research Analyst.

Who Will Be Successful

Someone committed to quality and accuracy: You will be expected to process investment model changes in a timely and tax efficient manner. You should have a high sense of pride and ownership of work product.

Detail oriented and process-driven: You will diligently oversee and take ownership of the daily rebalancing process through Tamarac Rebalancer. You will also monitor client tax situations and perform tax loss harvesting trades when necessary.

An independent worker who also values a team approach: While you will help support other team members, a primary responsibility of yours will be to assist with the administration of the Portfolio Management Software (Tamarac Advisor View). In addition, you will assist with billing transaction reconciliation and other month-end processes. You should be a creative problem solver, having the ability to anticipate needs and actively participate in a continuous improvement culture.

What You Offer

• A pleasant, professional, and positive demeanor
• Basic knowledge of capital markets
• Direct rebalancing experience strongly preferred
• Excellent organizational and time management skills with consistent follow-through
• Ability to receive and provide feedback in an effective way
• Sound technology skills and adaptability to new systems
• Self-discipline with commitment to quality, attention to detail, and accuracy
• Willingness to take on other duties, as assigned
• Unwavering ethics and commitment to “doing the right thing”
• Adherence to Accredited’s strict compliance and confidentiality standards
• 2-3 years of professional experience in a similar role required
• Expertise with Microsoft Excel, familiarity with PowerPoint
• Experience with Tamarac software strongly preferred

What We Offer

Accredited Investors Wealth Management® offers a competitive compensation and benefits package including medical; dental; vision; disability coverage; a 401k plan with a generous employer match; life insurance; a marketplace-leading time-off allowance, including paid parental leave and paid volunteer time; and firm-wide profit sharing. Our employees enjoy a beautifully appointed facility, including a fitness center, state-of-the-art technology, and amenities that enhance our work environment. The development and training of our firm’s talent is a top priority.

Accredited is committed to promoting diversity and inclusion in our hiring process and is proud to be an equal opportunity employer. We welcome qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity or expression), national origin, genetics, disability, age, veteran status, and any other characteristic protected by federal, state, or local laws.

Salary Range: $60,000-$82,000.

If interested, please apply via this LinkedIn posting. Direct InMail messages or emails to the poster will not be considered an application. For more information about our firm, please visit our website at Accredited.com.

Note to Recruiters & Staffing Agencies: We appreciate your interest in assisting with our hiring needs. However, we are currently managing our recruitment process internally and are not seeking external support at this time. Please refrain from contacting us about this role. Thank you for your cooperation in respecting this request.